Brexit: Positioning your portfolio

With just six months to go before the UK is due to leave the EU – and the shape of the country’s future relationship with the continent still far from clear – many clients are asking how Brexit will affect their portfolios. In this note, we look back at how we positioned portfolios ahead of the referendum on EU membership in June 2016, outline what we have done since the vote and explore how different political outcomes could affect our recommended investments. Download the full Investment Bulletin here.

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